What smart money is saying about Alphabet Inc.
7 funds in our archive have pitched Alphabet Inc. — most recently Alpha Wealth Funds in March 2026.
Alphabet Inc. offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America. It operates through Google Services, Google Cloud, and Other Bets segments. The Google Services segment provides products and services, including ads, Android, Chrome, devices, Gmail, Google Drive, Google Maps, Google Photos, Google Play, Search, and YouTube. It is also involved in the sale of apps and in-app purchases and digital content in the Google Play and YouTube; and devices, as well as in the provision of YouTube consumer subscription services. The Google Cloud segment offers infrastructure, cybersecurity, databases, analytics, AI, and other services; Google Workspace that include cloud-based communication and collaboration tools for enterprises, such as Gmail, Docs, Drive, Calendar, and Meet; and other services for enterprise customers. The Other Bets segment sells healthcare-related and internet services. The company was incorporated in 1998 and is headquartered in Mountain View, California.
Fund coverage · 7 theses
- Alpha Wealth FundsMarch 2026
Alphabet is a dominant technology conglomerate with multiple moats and optionality from AI, health moonshots, Waymo, quantum, and SpaceX investments.
Read the full thesis - Mar Vista US Quality PremierDecember 2025
Alphabet is leveraging an AI-first strategy and strong Cloud momentum to drive high-teens EPS growth and support a premium multiple.
Read the full thesis - Pershing SquareDecember 2025
Alphabet Inc. is leveraging data, distribution, and infrastructure to drive AI-led growth in Search, YouTube, and Google Cloud.
Read the full thesis - Munro Global Growth FundSeptember 2025
Alphabet is a vertically integrated tech leader with strong AI, cloud and search franchises poised to double earnings.
Read the full thesis - Covesto Patient CapitalMarch 2025
Alphabet (GOOG) is a leading search and advertising company facing challenges in AI-driven search advancements while experiencing growth in its Cloud and Waymo divisions.
Read the full thesis - Middle Coast InvestingMarch 2025
Alphabet is an attractive investment due to its competitive positioning in tech, reasonable valuation, potential benefits from regulatory changes, and relatively better exposure to market challenges compared to its peers.
Read the full thesis - Merion Road CapitalDecember 2024
Alphabet is well-positioned for future growth with its strong business fundamentals, advancements in AI and cloud services, and potential in autonomous driving and quantum computing.
Read the full thesis
Read every full thesis on Alphabet Inc.
Unlock all 7 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→